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Nicolas Vidas

Evoke Advisors

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About Nicolas Vidas

Nicolas Vidas is a financial advisor with Evoke Advisors. Nicolas holds the designation of Chartered Financial Analyst. Nicolas has been in the financial industry for a number of years, and has experience with investment advising for individuals, families, and trusts. Nicolas works with clients to develop personalized financial plans, including retirement planning, college savings, and estate planning. Evoke Advisors is a registered investment advisor based in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, investment management, and retirement planning.

Firm Information

Nicolas Vidas is currently registered with Evoke Advisors. Evoke Advisors is an investment advisor with offices in Los Angeles, CA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, guilds and associations, and individuals other than high-net-worth. The firm manages over $27 billion in assets.
Evoke Advisors

10635 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$27.46B

Assets Under Management

1

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Administrtive service, financial planning, and sub-advisory fees

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Nicolas Vidas’s Registration & Firm History

CA

12/20/2024 - Present

Evoke Advisors (LOS ANGELES CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicolas Vidas.
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